See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,176 | $77,899-58.7% | $149,673-78.5% | $75,163-57.2% |
| Participation rate | 49.2% | 65.6%-16.4pp | 78.8%-29.6pp | 67.2%-18.0pp |
| Annual return | 15.67% | 31.72%-16.1pp | 134.42%-118.7pp | 160.62%-145.0pp |
| Employer contribution / active EE | $1,346 | $3,137-57.1% | $4,818-72.1% | $2,670-49.6% |
| Participant deferral / active EE | $1,801 | $3,411-47.2% | $5,680-68.3% | $4,125-56.3% |
| Admin fee / account holder | $598 | $5,956-90.0% | $13,210-95.5% | $5,651-89.4% |